SSubrupt

Applied Epic Alternatives

Insurance Agency CRM
Visit Applied Epic
PlanMonthlyAnnual
Enterprise$650.00/mo$7,800.00/yr
PlusMost popular$399.00/mo$4,788.00/yr
Standard$249.00/mo$2,988.00/yr

Verdict

Applied Epic Standard at $249 per user monthly, Plus at $399, Enterprise at $650+ is fair for active mid-volume + multi-agency P&C operators using Applied CSR24 + Mobile + downloads. Solo + small agencies over-buy. Where alternatives win: EZLynx bundles comparative rater + agency mgmt at $159-$259, AgencyBloc covers life + health at $129-$229, HawkSoft serves independent agents at $159-$249, and Vertafore AMS360 ships cloud P&C alternative at $199-$549.

By Subrupt EditorialPublished Reviewed

Insurance agency CRM splits cleanly by line of business and agency size. Solo and small independent agents need affordable agency management and carrier downloads. Mid-volume P&C agencies layer on accounting, claims, and analytics. Multi-agency groups and multi-state operators need group consolidation and APIs.

Applied Epic dominates the US P&C industry-standard mid-market and enterprise segments. EZLynx competes on the rater + management bundle. AgencyBloc owns the life and health agency segment. HawkSoft serves independent agents. Vertafore AMS360 is the cloud P&C alternative.

On cost, a 5-user P&C agency pays roughly $14,940/year on Applied Epic Standard versus $9,540 on EZLynx, $7,740 on AgencyBloc AMS+, $9,540 on HawkSoft CMS, and $11,940 on Vertafore AMS360. The 1-2x spread tracks Applied CSR24 + Mobile, comparative rater bundling, life and health depth, and cloud-native UI maturity.

Quick map by line of business. Life and health: AgencyBloc AMS+ at $129/user. P&C + comparative rater: EZLynx. Independent P&C agent + carrier downloads: HawkSoft. Mid-volume P&C + Applied stack: stay with Applied Epic. Cloud P&C + Vertafore stack: AMS360. Multi-agency group: Applied Epic Enterprise + AMS360 Enterprise.

Affiliate disclosure: Subrupt earns a commission when you switch to a service through our recommendation links. This never changes the price you pay. We only recommend services where there's a real cost or feature advantage for you, and our picks are based on the data on this page, not on which programs pay the most.

Quick pick by use case

If you only have thirty seconds, find your situation below and skip to that pick.

If your agency wants comparative rater bundled with agency mgmtEZLynxEZLynx Rating + Mgmt at custom $159 per user monthly + Plus at $259 bundles a comparative rater (EZLynx Rating Engine) with agency mgmt at lower entry cost than Applied Epic Standard.If your agency is life + health rather than P&CAgencyBlocAgencyBloc AMS+ at custom $129 per user monthly + Plus at $229 is engineered for life + health agencies with commission tracking + workflows that Applied Epic's P&C focus does not match.If your agency is independent + P&C and per-user cost is the primary constraintHawkSoftHawkSoft CMS Standard at custom $159 per user monthly + Plus at $249 ships independent-agent P&C CMS with carrier downloads + accounting + claims at significantly lower entry cost than Applied Epic.If your agency wants a cloud-native P&C alternative on the Vertafore stackVertafore AMS360Vertafore AMS360 Standard at custom $199 per user monthly + Plus at $329 + Enterprise at $549+ ships cloud P&C agency mgmt with Sagitta-equivalent workflow + claims + Vertafore-stack alignment.

At a glance: Applied Epic alternatives

Quick comparison across pricing floor, best fit, and switching effort. Tap a row to jump to the full pick.

Our picks for Applied Epic alternatives

#1

EZLynx

Medium switching effort

Best for comparative-rater + agency-mgmt bundle

Try EZLynx

EZLynx Rating + Mgmt at custom $159 per user monthly covers EZLynx comparative rater (multi-carrier P&C quote engine) + agency mgmt + carrier integrations + client portal. Plus at $259 per user adds marketing automation + reviews + API access + advanced reporting + standard support. Where Applied Epic ships agency mgmt + carrier downloads as the core, EZLynx bundles a multi-carrier comparative rater + agency mgmt as one stack so quoting + management run on shared data without re-entry. For P&C agencies whose primary efficiency gain is comparative rating across multiple carriers, EZLynx beats Applied Epic on quote-to-bind workflow. The trade vs Applied Epic: smaller US installed base in mid-market + enterprise, weaker Applied CSR24-equivalent mobile experience, less mature multi-agency consolidation than Applied Epic Enterprise.

Strengths

  • +Comparative rater + agency mgmt bundled
  • +$159 + $259 per user mid-tier sweet spot
  • +Marketing + reviews on Plus
  • +Strong fit for quote-to-bind-led P&C agencies

Trade-offs

  • −Smaller US installed base vs Applied Epic
  • −Weaker Applied CSR24-equivalent mobile experience
  • −Less mature multi-agency consolidation
Rating + Mgmt
Custom ~$159/user/mo
Plus
Custom ~$259/user/mo with marketing + APIs
Bundling
Comparative rater + agency mgmt
Strength
Quote-to-bind-led P&C
Pricing verified
2026-04-30
Migration steps
  1. Schedule demo at ezlynx.com (typically a 30-60 minute walk-through plus customised pricing).
  2. Migrate Applied Epic client + policy + carrier history via EZLynx onboarding.
  3. Configure EZLynx comparative rater + agency mgmt + client portal workflow.
  4. Train CSRs + producers on EZLynx UI vs Applied Epic.
  5. Cancel Applied Epic once EZLynx covers full quote-to-bind + servicing + claims cycle for one quarter.

Not for: Pass on EZLynx if your agency is multi-state + multi-agency relying on Applied Epic Enterprise's group consolidation or your value driver is Applied CSR24 + Mobile depth.

Paid plans from $159.00/mo

#2

AgencyBloc

Medium switching effort

Best for life + health agencies

Try AgencyBloc

AgencyBloc AMS+ at custom $129 per user monthly covers life + health agency mgmt + commission tracking + workflows + standard support. Plus at $229 per user adds marketing automation + integrations + advanced reporting + APIs + standard support. Where Applied Epic + EZLynx + HawkSoft + AMS360 are P&C-first, AgencyBloc was engineered for life + health agencies: commission tracking handles complex carrier commission structures, group benefits workflow handles employer + employee plus dependent enrolment, and Medicare + Medicaid plan workflows. For life + health agencies, AgencyBloc beats Applied Epic on workflow fit. The trade vs Applied Epic: weaker P&C-specific carrier downloads + claims, smaller customer base outside life + health, less mature multi-agency consolidation.

Strengths

  • +Life + health agency-specific workflow
  • +Commission tracking handles complex structures
  • +$129 + $229 per user predictable tiers
  • +Strong fit for life + health agencies

Trade-offs

  • −Weaker P&C-specific carrier downloads + claims
  • −Smaller customer base outside life + health
  • −Less mature multi-agency consolidation
AMS+
Custom ~$129/user/mo
Plus
Custom ~$229/user/mo with marketing + APIs
Lines of business
Life + health
Strength
Life + health agencies
Pricing verified
2026-04-30
Migration steps
  1. Schedule demo at agencybloc.com (typically a 30-60 minute walk-through plus customised pricing).
  2. Migrate Applied Epic client + policy + commission history via AgencyBloc onboarding.
  3. Configure AgencyBloc commission tracking + group benefits + Medicare workflow.
  4. Train CSRs + producers on AgencyBloc UI vs Applied Epic.
  5. Cancel Applied Epic once AgencyBloc covers full client + policy + commission cycle for one quarter.

Not for: AgencyBloc falls short for P&C agencies needing Applied Epic-grade carrier downloads + claims; Applied Epic + EZLynx + HawkSoft fit those shapes better.

Paid plans from $129.00/mo

#3

HawkSoft

Medium switching effort

Best for independent agent + P&C carrier downloads

Try HawkSoft

HawkSoft CMS Standard at custom $159 per user monthly covers independent-agent P&C CMS + carrier downloads + accounting + claims + commission. Plus at $249 per user adds texting + reviews + marketing + API access + advanced reporting + standard support. Where Applied Epic targets mid-market + enterprise P&C agencies, HawkSoft was engineered for independent agents (1-15 user agencies) with mature carrier downloads + accounting + claims at lower per-user cost. For independent P&C agents valuing affordable CMS + carrier downloads without Applied Epic-grade enterprise features, HawkSoft beats Applied Epic on independent-agent economics. The trade vs Applied Epic: smaller US installed base, weaker Applied CSR24-equivalent mobile experience, less mature multi-agency consolidation.

Strengths

  • +Independent-agent P&C CMS focus
  • +Mature carrier downloads + accounting + claims
  • +$159 + $249 per user predictable tiers
  • +Strong fit for 1-15 user independent agencies

Trade-offs

  • −Smaller US installed base vs Applied Epic
  • −Weaker Applied CSR24-equivalent mobile experience
  • −Less mature multi-agency consolidation
CMS Standard
Custom ~$159/user/mo
Plus
Custom ~$249/user/mo with texting + reviews + APIs
Audience
Independent agents (1-15 users)
Strength
Independent-agent P&C
Pricing verified
2026-04-30
Migration steps
  1. Schedule demo at hawksoft.com (typically a 30-60 minute walk-through plus customised pricing).
  2. Migrate Applied Epic client + policy + carrier history via HawkSoft onboarding.
  3. Configure HawkSoft carrier downloads + accounting + claims + commission workflow.
  4. Train CSRs + producers on HawkSoft UI vs Applied Epic.
  5. Cancel Applied Epic once HawkSoft covers full client + policy + carrier downloads cycle for one quarter.

Not for: HawkSoft is suboptimal for mid-market + enterprise P&C agencies needing Applied Epic-grade enterprise consolidation; Applied Epic Plus + Enterprise + AMS360 Enterprise fit those shapes better.

Paid plans from $159.00/mo

#4

Vertafore AMS360

High switching effort

Best for cloud P&C alternative on Vertafore stack

Try Vertafore AMS360

Vertafore AMS360 Standard at custom $199 per user monthly covers cloud P&C agency mgmt + carrier downloads + Sagitta-equivalent workflow + claims. Plus at $329 per user adds BenefitPoint + ImageRight + analytics + multi-location + reporting + APIs. Enterprise at $549+ per user adds multi-agency + group consolidation + dedicated CSM + custom workflows + priority support. Where Applied Epic is the industry-standard P&C platform, AMS360 is the canonical cloud P&C alternative on the Vertafore stack: BenefitPoint group benefits, ImageRight document mgmt, ReferenceConnect carrier sync, and the broader Vertafore ecosystem integrate without separate connectors. For Vertafore-customer agencies or shops planning Vertafore migration, AMS360 beats Applied Epic on stack alignment. The trade vs Applied Epic: smaller US installed base in mid-market, weaker Applied CSR24-equivalent mobile experience, more expensive at parity tiers.

Strengths

  • +Cloud P&C agency mgmt on Vertafore stack
  • +BenefitPoint + ImageRight + analytics on Plus
  • +Multi-agency consolidation on Enterprise
  • +Strong fit for Vertafore-customer agencies

Trade-offs

  • −Smaller US installed base vs Applied Epic
  • −Weaker Applied CSR24-equivalent mobile experience
  • −More expensive at parity tiers
Standard
Custom ~$199/user/mo cloud P&C
Plus
Custom ~$329/user/mo with BenefitPoint + ImageRight
Enterprise
Custom ~$549+/user/mo multi-agency
Strength
Cloud P&C on Vertafore stack
Pricing verified
2026-04-30
Migration steps
  1. Schedule demo at vertafore.com (typically engaging existing Vertafore rep if applicable).
  2. Plan a 4-6 month rollout; pilot AMS360 on 1-2 teams first.
  3. Migrate Applied Epic client + policy + carrier history via AMS360 onboarding.
  4. Configure AMS360 carrier downloads + Sagitta-equivalent workflow + BenefitPoint + ImageRight.
  5. Cancel Applied Epic once AMS360 covers full client + policy + carrier downloads cycle for one quarter.

Not for: AMS360 is suboptimal for non-Vertafore-aligned agencies whose primary value driver is Applied CSR24 + Mobile experience; Applied Epic Plus + Enterprise fit those shapes better.

Paid plans from $199.00/mo

When to stay with Applied Epic

Stay with Applied Epic if your agency depends on Applied CSR24 + Mobile, your carrier downloads + accounting + claims flow is well-tuned, or your multi-agency rollout standardised on Enterprise. The picks below cover EZLynx for comparative-rater + agency-mgmt bundle, AgencyBloc for life + health agencies, HawkSoft for independent agents, and Vertafore AMS360 for cloud P&C alternative.

4 Alternatives to Applied Epic

EZLynx

EZLynx starts at $159.00/mo vs Applied Epic Plus at $399.00/mo

From $159.00/mo

Save $240.00/mo ($2,880.00/yr)

Switch to EZLynx
AgencyBloc

AgencyBloc starts at $129.00/mo vs Applied Epic Plus at $399.00/mo

From $129.00/mo

Save $270.00/mo ($3,240.00/yr)

Switch to AgencyBloc
HawkSoft

HawkSoft starts at $159.00/mo vs Applied Epic Plus at $399.00/mo

From $159.00/mo

Save $240.00/mo ($2,880.00/yr)

Switch to HawkSoft
Vertafore AMS360

Vertafore AMS360 starts at $199.00/mo vs Applied Epic Plus at $399.00/mo

From $199.00/mo

Save $200.00/mo ($2,400.00/yr)

Switch to Vertafore AMS360

Price Comparison

Compared against Applied Epic Plus ($399.00/mo)

Continue your research

EZLynx alternativesAgencyBloc alternativesHawkSoft alternatives

How we picked

We compared insurance agency CRM platforms across the solo independent through multi-agency multi-state group segment on per-user pricing, P&C vs life + health line of business, comparative rater bundling, carrier downloads + accounting + claims maturity, Applied vs Vertafore stack alignment, and multi-agency consolidation.

We weighted predictable per-user pricing, bundled vs add-on pricing model, and agency-size fit (solo, mid-volume, multi-agency group). Pricing pulled from each vendor's site or sales conversations on the review date. Last refreshed 2026-04-30.

Update history1 update
  • Initial published version with 4 picks.

Frequently asked questions about Applied Epic alternatives

What is Applied Epic pricing?

Applied Epic Standard at custom $249 per user monthly covers industry-standard P&C agency mgmt + carrier downloads + accounting + claims. Plus at $399 adds Applied CSR24 + Mobile + analytics + multi-location + advanced reporting. Enterprise at $650+ adds multi-agency + group consolidation + API access + dedicated CSM.

Is there a free insurance agency CRM?

There is no credible free insurance agency-specific CRM. Applied Epic + EZLynx + AgencyBloc + HawkSoft + Vertafore AMS360 all start at $129-$249 per user monthly. The cheapest credible option is AgencyBloc AMS+ at $129 per user monthly (life + health focus).

Which platform leads on comparative rater bundling?

EZLynx Rating + Mgmt at $159 per user monthly bundles a multi-carrier comparative rater (EZLynx Rating Engine) with agency mgmt as one stack so quoting + management run on shared data. Plus at $259 adds marketing + APIs. Canonical for P&C agencies whose primary efficiency gain is comparative rating.

What replaces Applied Epic for life + health agencies?

AgencyBloc AMS+ at $129 per user monthly + Plus at $229 is engineered for life + health agencies with commission tracking + workflows + group benefits + Medicare + Medicaid plan workflows that Applied Epic's P&C focus does not match.

Which platform fits independent P&C agents?

HawkSoft CMS Standard at $159 per user monthly + Plus at $249 was engineered for independent agents (1-15 user agencies) with mature carrier downloads + accounting + claims + commission at lower per-user cost than Applied Epic.

SE

About the author: Subrupt Editorial

The team behind subrupt.com. We track subscriptions, surface cheaper alternatives, and publish comparisons where the score formula is on the page so you can recompute it yourself. We do not claim 30,000 hours of testing. What we claim is live pricing from our database, a transparent composite score, and honest savings math against a category baseline.

Get notified of price drops for Applied Epic

We'll email you when Applied Epic or its alternatives lower their prices.

Track Applied Epic and find more savings

Add Applied Epic to your dashboard to monitor spending and discover even more alternatives.

Go to Dashboard